RA
JBTM

Rational Advisors’s JBT Marel JBTM Stock Holding History

Rational Advisors’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-15,000
Closed -$564K – 496
2015
Q2 		$564K Hold
15,000
– – 0.18% 132
2015
Q1 		$536K Sell
15,000
-38,400
-72% -$1.27M 0.13% 147
2014
Q4 		$1.75M Buy
+53,400
New +$1.64M 0.35% 96
2013
Q4 		$1.84M Hold
62,700
– – 0.16% 209
2013
Q3 		$1.56M Sell
62,700
-100
-0.2% -$2.33K 0.12% 269
2013
Q2 		$1.32M Buy
+62,800
New +$1.32M 0.11% 291

Other funds holding JBTM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Rational Advisors's JBTM Position: Q3 2015 in Review

Rational Advisors sold out of JBT Marel (JBTM) in Q3 2015, closing a stake of 15,000 shares — an estimated $564K sold.

Rational Advisors first reported a position in JBTM in Q2 2013 and held it in 6 quarters. The position peaked at $1.84M in Q4 2013. 180 funds tracked by Wall St. Rank hold JBTM as of Q3 2015.

  • Rational Advisors reported no remaining JBT Marel position as of Q3 2015 after selling out during the quarter.
  • Rational Advisors sold 15,000 JBT Marel shares in Q3 2015, an estimated $564K.
  • Rational Advisors first reported a position in JBT Marel in Q2 2013 and held it in 6 quarters.
  • Rational Advisors's JBT Marel position peaked at $1.84M in Q4 2013.
  • 180 funds tracked by Wall St. Rank held JBT Marel as of Q3 2015.

Based on Rational Advisors's 13F filing for Q3 2015, filed 4 Nov 2015.